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Midwest Trust’s Crown Castle CCI Stock Holding History

Midwest Trust’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$453K Sell
5,987
-1,067
-15% -$93.7K 0.01% 466
2026
Q1 		$574K Sell
7,054
-1,437
-17% -$124K 0.01% 419
2025
Q4 		$755K Sell
8,491
-183
-2% -$16.8K 0.01% 371
2025
Q3 		$837K Sell
8,674
-1,557
-15% -$158K 0.01% 360
2025
Q2 		$1.05M Buy
+10,231
New +$1.04M 0.01% 337

Other funds holding CCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Midwest Trust's CCI Position: Q2 2026 in Review

Midwest Trust reduced its Crown Castle (CCI) stake by 15% in Q2 2026, selling an estimated $93.7K and leaving 5,987 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #466.

Midwest Trust first reported a position in CCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.05M in Q2 2025. 935 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Midwest Trust held 5,987 shares of Crown Castle worth $453K as of Q2 2026.
  • Midwest Trust sold 1,067 Crown Castle shares in Q2 2026, an estimated $93.7K.
  • Crown Castle made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #466 holding.
  • Midwest Trust first reported a position in Crown Castle in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Crown Castle position peaked at $1.05M in Q2 2025.
  • 935 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.